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Creating & Configuring Projects

Projects can be initialized from scratch or launched in 1 click from a Blueprint template.

Create Project Modal in WorkFuz

Step-by-Step: Creating a Project

Section titled “Step-by-Step: Creating a Project”
  1. Navigate to the desired Space where the project will live.
  2. Click the + New Project button.
  3. Fill in the Project details:
    • Project Title (Required): Name your project (e.g. Website Redesign & E-Commerce Migration).
    • Description: Provide scope, deliverables, and requirements.
    • Project Manager: Assign the lead team member responsible for day-to-day delivery.
    • Category: Select a classification (e.g., Web Development, Graphic Design, DevOps).
    • Start & Due Dates: Establish delivery milestones. The due date caps all child tasks and milestone deadlines automatically.
    • Budget & Currency: Set an optional financial cap (e.g., $15,000 USD).
    • Estimated Hours: Set the projected total hours for the initiative.
    • Project Team Members: Select assignees from the user checklist.
  4. Click Create Project.

Managing Project Team Access

Section titled “Managing Project Team Access”

Team members assigned during project creation will appear pinned under the ⭐ Project Team section in all task assignee dropdowns across the workspace, eliminating clutter and preventing accidental assignments.